Export and copy data

Learn how to set up your trial balance statement and check end-of-period balances, total balances for Balance Sheet accounts, year-to-date balances for Profit and Loss accounts, and Retained Earnings excluding current-year Profit and Loss movements.

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

Learn how you can view the underlying transactions that make up each value in your financial statement.

Learn how to add levels to your financials to break down data and easily see how individual items contribute to overall performance.